Office Location: Buffalo

Allied Financial Partners (AFP) is excited to be adding another Financial Advisor to our team. At Allied Financial Partners, our Financial Advisors enjoy the benefits of a strong, reliable, values-driven organization and can focus on growing their business and mastering their craft. The AFP team environment supports our Financial Advisors through coaching and mentoring, a pipeline of internal leads, and a base salary plus incentive plan, providing a stable and secure environment in which to grow your practice. 

At AFP our Financial Advisors focus on helping clients assess and meet the core financial needs of growth, income, protection, and legacy. This position would be housed in the firm’s Buffalo location, providing the Financial Advisor with office space in an established AFP office and a tremendous opportunity to supercharge the growth of their existing practice. The advisor will partner with employees in AFP’s tax and accounting departments to identify and serve client investment and financial planning needs. This opportunity is further augmented by AFP’s brand recognition and broad-based marketing strategies, continuing to drive new business for Financial Advisors. Based on performance and opportunity, there is also the opportunity for advancement within the firm, up to and including partnership. In 2021 Allied Financial Partners was named as Top Workplace by the Democrat & Chronicle, as well as named in the Greater Rochester Chamber Top 100 for the third consecutive year. AFP is committed to investing in their employees to create a premier service experience for their clients. To that end, we offer a CFP certification reimbursement program based on performance and retention.

Job Responsibilities

Meet and profile prospective clients, review investment goals, prepare presentations, recommend investment products, follow up on client contacts, and help customers meet their needs using the AFP planning process.
Build strong relationships with existing AFP clients, profile and execute on new business, effectively work an existing book of business, assess member needs and recommend the right combination of products and solutions by consistently using the prescribed sales process.
Adhere to all FINRA and insurance rules and regulations, as well as to all company policies.
Achieve sales and revenue goals and meet certain professional growth and development goals.
Participate in execution of local marketing development plan.
Responsible for maintaining existing client relationships and following up with clients to manage future investment needs.
Job Requirements

FINRA Series 6/7, 63, 65/66 registrations required
Life/health and variable insurance licenses
Minimum of five years financial services sales & service experience
Existing client base with an expectation of transition
Strong people, sales and relationship skills
Proven oral and written communication skills
Self-starter eager to develop and expand knowledge
Have a satisfactory background check and securities registration with our licensed broker-dealer and/or verify all required insurance licensing.
Have all outside business activity reviewed to ensure no conflicts of interest exist and applicable regulatory requirements are met.

Compensation

$70,000-$125,000 base salary dependent on pay and experience, plus % bonus on GDC.

Properly licensed individuals of securities through Osaic Wealth, Inc. member FINRA/SIPC. Advisory service offered trough Osaic Wealth. Osaic Wealth  does not provide tax services. Accounting, payroll, fixed & health insurance, and HR services are offered through Allied Financial Partners. Allied Financial Partners and Osaic Wealth are separate entities.  

To apply, submit your resume to info@alliedfinancialservices.com.